dynamicwealthadvisors.com

It is not about price, it comes down to trust
Tuesday, September 20th, 2011 | Filed Under: Practice Management
“The demand in finances doesn’t respond to price,” Trott says. “Having a lower price doesn’t guarantee you more business. It’s not really about the price. It’s about the quality of service.”

There’s a great article in RIAbiz.com about pricing advisory services. It’s based upon a study conducted by PriceMetrix showing that advisors who didn’t lower their fees in the aftermath of 2008 market are much better off today than those who decided to reduce their fees.

This is more evidence that clients are seeking good advice from trustworthy advisors more than a deal on the management of their financial affairs. Take a look at the article

Read more: http://dynamicwealthadvisors.com/category/practice-management/#ixzz1sTWf6Ifj

It is not about price, it comes down to trust
Tuesday, September 20th, 2011 | Filed Under: Practice Management
“The demand in finances doesn’t respond to price,” Trott says. “Having a lower price doesn’t guarantee you more business. It’s not really about the price. It’s about the quality of service.”

Read more: http://dynamicwealthadvisors.com/category/practice-management/#ixzz1sRVOnOqg

There’s a great article in RIAbiz.com about pricing advisory services. It’s based upon a study conducted by PriceMetrix showing that advisors who didn’t lower their fees in the aftermath of 2008 market are much better off today than those who decided to reduce their fees.

This is more evidence that clients are seeking good advice from trustworthy advisors more than a deal on the management of their financial affairs. Take a look at the article

Dynamic Wealth Advisors is a Registered Investment Advisor serving independent fee-based advisors across the U.S. DWA offers completely turnkey as well as á la carte RIA services, including integrated technology, open architecture products and services, the ability to utilize multiple custodians, compliance services and more. We manage all the operational and administrative functions for growing advisors and firms. Individual advisors find DWA provides the freedom to focus on their clients and develop new business. Established RIAs benefit from DWA’s back office services, wealth management platform, enterprise pricing arrangements and the efficiency and scale of DWA’s services and platform.

It is not about price, it comes down to trust
Tuesday, September 20th, 2011 | Filed Under: Practice Management
“The demand in finances doesn’t respond to price,” Trott says. “Having a lower price doesn’t guarantee you more business. It’s not really about the price. It’s about the quality of service.”

There’s a great article in RIAbiz.com about pricing advisory services. It’s based upon a study conducted by PriceMetrix showing that advisors who didn’t lower their fees in the aftermath of 2008 market are much better off today than those who decided to reduce their fees.

This is more evidence that clients are seeking good advice from trustworthy advisors more than a deal on the management of their financial affairs. Take a look at the article

Clients Are Increasingly Using Multiple Financial Advisors
Wednesday, August 17th, 2011 | Filed Under: Practice Management, Uncategorized
This recent article (see link below) really caught my attention. It is a very enlighting that the statistics discussed indicate many investor clients have determined that they can fend off challenging markets and volatility by engaging more than one financial advisor to handle their financial affairs. Moreover, the more wealthy the client is, the more likely they are to utilize many advisors. Perhaps diversification is part of the driver, but this trend sure appears to be an opportunity for seasoned advisors who have ...

Read more: http://dynamicwealthadvisors.com/#ixzz1USA0y8SF

Dynamic Wealth Advisors is a Registered Investment Advisor serving independent fee-based advisors across the U.S. DWA offers completely turnkey as well as á la carte RIA services, including integrated technology, open architecture products and services, the ability to utilize multiple custodians, compliance services and more. We manage all the operational and administrative functions for growing advisors and firms. Individual advisors find DWA provides the freedom to focus on their clients and develop new business, and established RIAs benefit from DWA’s back office services, wealth management platform and enterprise pricing arrangements.

We service a variety of advisory practices, facilitating the opportunity to operate the way you want.

Individual Advisors Going Independent From Traditional Brokerage Firms – If you are leaving a wirehouse and seeking a firm that specializes in the fee based model, Dynamic Wealth Advisors provides the support and services you need to make a quick and smooth transition to an independent practice, complete with top tier custodial relationships, an integrated wealth management platform, investment management solutions, and compliance and office support.
Individual Advisors Leaving Independent Broker-Dealers For RIA Only Model -Advisors leaving an independent broker-dealer and seeking a fee based model for their practice enjoy our ready-...

Read more: http://dynamicwealthadvisors.com/#ixzz1USA0y8SF

Dynamic Wealth Advisors is a Registered Investment Advisor serving independent fee-based advisors across the U.S. DWA offers completely turnkey as well as á la carte RIA services, including integrated technology, open architecture products and services, the ability to utilize multiple custodians, compliance services and more. We manage all the operational and administrative functions for growing advisors and firms. Individual advisors find DWA provides the freedom to focus on their clients and develop new business, and established RIAs benefit from DWA’s back office services, wealth management platform and enterprise pricing arrangements.

We service a variety of advisory practices, facilitating the opportunity to operate the way you want.

Individual Advisors Going Independent From Traditional Brokerage Firms – If you are leaving a wirehouse and seeking a firm that specializes in the fee based model, Dynamic Wealth Advisors provides the support and services you need to make a quick and smooth transition to an independent practice, complete with top tier custodial relationships, an integrated wealth management platform, investment management solutions, and compliance and office support.
Individual Advisors Leaving Independent Broker-Dealers For RIA Only Model -Advisors leaving an independent broker-dealer and seeking a fee based model for their practice en...

Read more: http://dynamicwealthadvisors.com/#ixzz1USA0y8SF

Dynamic Wealth Advisors is a Registered Investment Advisor serving independent fee-based advisors across the U.S. DWA offers completely turnkey as well as á la carte RIA services, including integrated technology, open architecture products and services, the ability to utilize multiple custodians, compliance services and more. We manage all the operational and administrative functions for growing advisors and firms. Individual advisors find DWA provides the freedom to focus on their clients and develop new business, and established RIAs benefit from DWA’s back office services, wealth management platform and enterprise pricing arrangements.

We service a variety of advisory practices, facilitating the opportunity to operate the way you want.

Individual Advisors Going Independent From Traditional Brokerage Firms – If you are leaving a wirehouse and seeking a firm that specializes in the fee based model, Dynamic Wealth Advisors provides the support and services you need to make a quick and smooth transition to an independent practice, complete with top tier custodial relationships, an integrated wealth management platform, investment management solutions, and compliance and office support.
Individual Advisors Leaving Independent Broker-Dealers For RIA Only Model -Advisors leaving an independent broker-dealer and seeking a fee based model for their practice enjoy our...